[WSBAPT] Question re: Estate Bank Account

[Karl Flaccus]

Stacey, Even if your client traveled to the US, she likely would not be able to open a bank account because she does not have a SS#.  The difficulty is getting an EIN number.  You might have yourself appointed as a co-PR, which allows you on your own to open an estate bank account.  I did that recently.

Karl

FLACCUS LAW
7010 35th Ave. N.E.
Seattle, Washington  98115
206 523-0297

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Stacey Romberg
Sent: Friday, April 27, 2018 1:59 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Question re: Estate Bank Account

Hi listmates. I would appreciate some assistance here on a probate.

PR is not a U.S. citizen, and does not reside in the U.S. There's a WA resident agent. We'd like to open up an estate bank account, having the resident agent do it because the PR isn't here. We've approached several banks, and no bank will open up the account unless the PR personally comes in to do it.

Have any of you ever dealt with this situation? If so, were you able to find a bank that would open up the account? Which bank? PR is, obviously, happy to sign whatever is needed. She just doesn't want to travel to the United States for the sole purpose of opening the account.

Thanks in advance for your assistance!

[SLR-SIG1]Stacey L. Romberg, Attorney at Law
10115 Greenwood Avenue N., PMB #275
Seattle, Washington 98133
Telephone: 206-784-5305
Facsimile: 206-789-8103
E-mail: info at staceyromberg.com<mailto:info at staceyromberg.com>
Web site: www.staceyromberg.com<http://www.staceyromberg.com/>

Practice concentrated on business law, estate planning and probate.
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